Purchases and Sales Made in Q3 2023 in Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET) during Q3 2023. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II VIRTUS TERRAN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.7K+ 29798.43% |
$2.09M - $2.24M
|
75.9K
$2.92M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.1KNew |
$1.16M - $1.25M
|
42.1K
$1.62M
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23.6K+ 63.08% |
$651K - $701K
|
61.1K
$2.35M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5K+ 108.42% |
$481K - $518K
|
33.6K
$1.29M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 28.23% |
$341K - $367K
|
56.2K
$2.16M
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.45K+ 6.14% |
$95.2K - $102K
|
59.7K
$2.29M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.15KNew |
$31.7K - $34.2K
|
1.15K
$44.2K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
113New |
$3.11K - $3.35K
|
113
$4.34K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
55+ 12.94% |
$1.52K - $1.63K
|
480
$18.4K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-283- 0.96% |
$7.8K - $8.39K
|
29.1K
$1.12M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-318- 1.03% |
$8.76K - $9.43K
|
30.5K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-329- 1.04% |
$9.06K - $9.76K
|
31.2K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-458- 77.76% |
$12.6K - $13.6K
|
131
$5.03K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.09K- 4.1% |
$30.1K - $32.4K
|
25.6K
$982K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.84K- 16.48% |
$50.6K - $54.5K
|
9.3K
$357K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.13K- 2.75% |
$58.7K - $63.2K
|
75.3K
$2.89M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.59K- 98.49% |
$98.8K - $106K
|
55
$2.11K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.2K- 34.59% |
$419K - $452K
|
28.8K
$1.11M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.4K- 13.4% |
$561K - $604K
|
132K
$5.05M
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-291K- 84.18% |
$8.01M - $8.62M
|
54.6K
$2.1M
|